Lebenthal Asset Management’s McDonald's MCD Stock Holding History

Lebenthal Asset Management’s Portfolio MCD Stock Details MCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$4.88M	Sell	37,659 -887	-2%	-$111K	0.61%	43
2016 Q4	$4.69M	Buy	38,546 +173	+0.5%	+$20.3K	0.6%	44
2016 Q3	$4.43M	Sell	38,373 -1,281	-3%	-$152K	0.57%	48
2016 Q2	$4.77M	Buy	39,654 +9,116	+30%	+$1.14M	0.62%	42
2016 Q1	$3.84M	Buy	+30,538	New	+$3.65M	1.56%	31

Other funds holding MCD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lebenthal Asset Management's MCD Position: Q1 2017 in Review

Lebenthal Asset Management reduced its McDonald's (MCD) stake by 2.3% in Q1 2017, selling an estimated $111K and leaving 37,659 shares worth $4.88M. The position accounts for 0.61% of the portfolio, ranked #43.

Lebenthal Asset Management first reported a position in MCD in Q1 2016 and has held it in 5 quarters since. 1,650 funds tracked by Wall St. Rank hold MCD as of Q1 2017.

Lebenthal Asset Management held 37,659 shares of McDonald's worth $4.88M as of Q1 2017.
Lebenthal Asset Management sold 887 McDonald's shares in Q1 2017, an estimated $111K.
McDonald's made up 0.61% of Lebenthal Asset Management's portfolio in Q1 2017, its #43 holding.
Lebenthal Asset Management first reported a position in McDonald's in Q1 2016 and has held it in 5 quarters since.
1,650 funds tracked by Wall St. Rank held McDonald's as of Q1 2017.

Based on Lebenthal Asset Management's 13F filing for Q1 2017, filed 15 May 2017.